See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,738 | $183,963-24.6% | $162,163-14.4% | $152,861-9.2% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 20.76% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,136 | $6,371-66.5% | $5,614-61.9% | $4,762-55.1% |
| Participant deferral / active EE | $6,849 | $8,034-14.8% | $7,298-6.2% | $5,850+17.1% |
| Admin fee / account holder | $622 | $13,121-95.3% | $10,843-94.3% | $11,596-94.6% |